Beacon

Easily see changes and activity relating to your records

Understanding timelines

Working with Beacon AI

Using Beacon to manage supporters, payments, events, and more.

Working with data

Set up multiple views for you or your team to quickly see the data that matters

Working with views

Keep an accurate, single view of your supporters by filtering for and merging duplicate records

Finding duplicate records

Change what you can see when viewing a list of records - a powerfully efficient first glance at your data

Managing your Columns

Searching & filtering records

Five step-by-step examples of filters to help you customise the way you see your data

Helpful filtering examples

Viewing data

How to get rid of records you no longer need

Deleting records

Merge multiple records into a single record

Merging records

Adding the same information to multiple records in one go

Bulk updating records

Simultaneously create multiple records that relate to a given list of records in Beacon

Bulk creating related records

Move data between fields on the same record, or change People records into Organisation records

Moving data from one place to another

Updating data

Beacon lets you define and configure how people relate to other people and organisations in your database.

Defining relationships between people

Track the value of payments to people and organisations when they're not the payer or donor.

Recording soft credits

Correctly store information on how you are permitted to contact supporters

Managing contact consent

Working with money in multiple currencies

Find the best way to store different types of pledges in your account

Tracking pledges

You can access Beacon through SQL, pipe into another data warehouse, data lake, or BI tool (such as PowerBI) using Beacon Data Warehouse

Beacon Data Warehouse

Additional resources

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